Mergers and Acquisitions

338 topics in this forum

1. 401k Plan Termination Date in Acquisition

   By kmhaab, July 17
   • 1 reply
   • 191 views
   • 
   • david rigby
   • July 17

2. Merger with SIMPLE and 401(k) plans

   By K2retire, May 3, 2013
   • 4 replies
   • 1,616 views
   • 
   • Belgarath
   • June 28

3. SH plan merging into non-SH plan mid-year

   By Belgarath, June 26
   • 6 replies
   • 316 views
   • 
   • Belgarath
   • June 27

4. Plan Merger Following Acquisition and Service Credit

   By ERISA Biker, May 19
   • 4 replies
   • 425 views
   • 
   • Brian4
   • May 24

5. ASG?

   By kcbirm, May 4
   • 3 replies
   • 326 views
   • 
   • shERPA
   • May 4

6. Can a SIMPLE IRA be merged into a 401(k)

   By Vlad401k, March 2
   • 5 replies
   • 543 views
   • 
   • Vlad401k
   • March 6

7. Successor Plan Sources

   By Vlad401k, February 7
   • 3 replies
   • 362 views
   • 
   • Vlad401k
   • February 17

8. Dealing with Entry Dates when Crediting Prior Service

   By 401 Chaos, December 2, 2016
   • 3 replies
   • 751 views
   • 
   • Mike Preston
   • December 2, 2016

9. Merging Plans on two different vesting schedules

   By Alex Daisy, October 14, 2016
   • 1 reply
   • 620 views
   • 
   • Alex Daisy
   • October 14, 2016

10. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

    By 401 Chaos, October 4, 2016
    • 0 replies
    • 406 views
    • 
    • 401 Chaos
    • October 4, 2016

11. Sponsoring ER Sold - Adopting ER no longer part of control group

    By Spodie, August 10, 2016   

    • Spin-off
    • Plan termination
    • (and 1 more)

      Tagged with:

      • Spin-off
      • Plan termination
      • Acquisition
    • 2 replies
    • 638 views
    • 
    • Spodie
    • August 11, 2016

12. Merger of two safe-harbor plans, different formulae

    By Zorro1k, May 17, 2016   

    • merger
    • safe
    • (and 2 more)

      Tagged with:

      • merger
      • safe
      • harbor
      • safe-harbor
    • 2 replies
    • 845 views
    • 
    • actuarysmith
    • July 22, 2016

13. Audit Fees for merged plan

    By JoeS, July 12, 2016
    • 0 replies
    • 317 views
    • 
    • JoeS
    • July 12, 2016

14. VCP during Transition Period

    By IhrtERISA, July 6, 2016   

    • Transition period
    • VCP
    • (and 1 more)

      Tagged with:

      • Transition period
      • VCP
      • 410(b)(6)
    • 6 replies
    • 604 views
    • 
    • Griswold
    • July 11, 2016

15. A buys "No-plan" B in asset sale. A has 401(k) plan

    By Florida1, June 30, 2016   

    • mergers and acquisitions
    • 401(k) Plans
    • (and 2 more)

      Tagged with:

      • mergers and acquisitions
      • 401(k) Plans
      • Plan Document Amendments
      • eligibility
    • 4 replies
    • 508 views
    • 
    • Florida1
    • July 1, 2016

16. Final Form 5500 After Asset Purchase??

    By kmhaab, April 28, 2016   

    • Form 5500
    • plan termination
    • 1 reply
    • 643 views
    • 
    • Lou S.
    • April 28, 2016

17. termination of plan after acquisition

    By WCC, January 7, 2016
    • 3 replies
    • 1,127 views
    • 
    • Laurence Oman
    • January 27, 2016

18. Plan Merger - Top-Paid Election

    By rocknrolls2, January 22, 2016
    • 0 replies
    • 511 views
    • 
    • rocknrolls2
    • January 22, 2016

19. Board Resolution for Merger

    By khn, January 21, 2016
    • 3 replies
    • 560 views
    • 
    • K2retire
    • January 21, 2016

20. Merging funds

    By khn, January 15, 2016
    • 2 replies
    • 499 views
    • 
    • ESOP Guy
    • January 15, 2016

21. SH Plan and Asset Sale - how to structure

    By cheersmate, June 5, 2015   

    • Asset Sale
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Asset Sale
      • Safe Harbor
      • Asset Purchase
    • 3 replies
    • 1,261 views
    • 
    • cheersmate
    • December 22, 2015

22. Difference Between Spin-off and Transfer of Assets and Liabilities

    By 401 Chaos, December 9, 2015
    • 2 replies
    • 1,889 views
    • 
    • 401 Chaos
    • December 11, 2015

23. M&A Mapping considerations

    By bmore1147, November 25, 2015   

    • QDIA mapping merger
    • 8 replies
    • 944 views
    • 
    • bmore1147
    • December 1, 2015

24. Buyer acquires company with existing plan; merge or keep separate?

    By Bird, November 9, 2015
    • 1 reply
    • 623 views
    • 
    • MoJo
    • November 9, 2015

25. Spin off and Merger

    By PFranckowiak, November 9, 2015
    • 0 replies
    • 632 views
    • 
    • PFranckowiak
    • November 9, 2015